17 April, 2024

Canada's Budget Highlights 2024 – 2025

Canada's Federal Government released its new budget for the year ahead providing key details on important support programs....

16 April, 2024

Keeping Your Investing FOMO and FUD in Check

In his Q1 2024 update, Rana notes that the financial markets have kicked off 2024 on a strong note, with the S&P 500 climbing approximately 13% (CDN) in the first quarter, marking the most robust start since 2019. FOMO and FUD This surge brings us to...

16 April, 2024

Insights in 5: Adding Value Through Active Management

In his Q1 Update, Lee Bowes notes that February marked a crucial period for Private Wealth investors, featuring four major events: rebalancing to address portfolio drift, aligning portfolios with strategic views, raising funds for cash flow needs, an...

02 April, 2024

Letter From Our CIO: Are We There Yet? And Other Musings from the World of Investing

In his latest blog, Counsel CIO Corrado Tiralongo discusses central banks, inflation, artificial intelligence, and the role of passive investing. With inflation waning and a soft landing in the cards, today’s investment environment appears supportive...